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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.3B AUM 1,548 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New 516 Added 595 Reduced 140 Exited
Page 26 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 DJT TRUMP MEDIA & TE Communication Services 444.0 $4K +295.0 +198.0% $9.01 -0.7%
502 TXO PARTNERS LP 358.0 $4K +9.0 +2.6% $11.17
503 COLD AMERICOLD REALTY TRUST INC Real Estate 261.0 $3K +5.0 +1.9% $11.49 +26.9%
504 BSY BENTLEY SYSTEM-B Technology 94.0 $3K +11.0 +13.2% $31.91 +0.5%
505 OWL BLUE OWL CAPITAL Financial Services 346.0 $3K +200.0 +137.0% $8.67 +13.1%
506 CCJ CAMECO CORP Energy 26.0 $3K +20.0 +333.3% $115.38 -6.8%
507 ELS EQUITY LIFESTYLE Real Estate 44.0 $3K +20.0 +83.3% $68.18 -9.1%
508 FLO FLOWERS FOODS Consumer Defensive 346.0 $3K +10.0 +3.0% $8.67 -15.7%
509 RPM RPM INTL INC Basic Materials 28.0 $3K +19.0 +211.1% $107.14 -8.2%
510 First Trust ETFs/USA 123.0 $3K +2.0 +1.6% $24.39
511 AAP ADVANCE AUTO PAR Consumer Cyclical 42.0 $2K +1.0 +2.4% $47.62 -0.9%
512 RIO RIO TINTO-ADR Basic Materials 20.0 $2K +12.0 +150.0% $100.00 +9.6%
513 AEBI SCHMIDT HOL 254.0 $2K +173.0 +213.6% $7.87
514 CBRL CRACKER BARREL Consumer Cyclical 51.0 $1K +1.0 +2.0% $19.61 +56.6%
515 EPR EPR PROPERTIES Real Estate 18.0 $1K +1.0 +5.9% $55.56 +4.2%
516 OGN ORGANON & CO Healthcare 192.0 $1K +1.0 +0.5% $5.21 +156.5%
Page 26 of 26  ·  516 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Healthcare 15.9%
Financial Services 15.4%
Consumer Cyclical 13.3%
Industrials 9.3%
Communication Services 6.6%
Consumer Defensive 4.2%
Energy 4.0%
Utilities 2.2%
Basic Materials 1.8%